Say I open a qualification plan on Jane Donor. I meet with Jane and record my contact reports in the plan. I discern she is a major gift level donor so I close the qual plan and open a major giving plan. The gift comes in and revenue hits the system, so I close the plan and open a stewardship plan.

I would like to be able to view all of my contact reports for Jane within whatever my current plan is regardless of when I entered them, rather than having the first three saved on the qual plan, the next five saved on the major gift plan, and the most recent few on the stewardship plan.